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Connect your data in Geometra with other programs using webhooks. We explain how to do it!

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What is a Webhook?

<div class="version-tag">v5.0</div>

A webhook sends automatic messages or data from one web application to another in real time. Instead of a client needing to ask a server for updates or information repeatedly, the server can send data to the client directly when there is something new to report.

Here's how a webhook operates: First, a client (often a web server) registers a URL with another server (usually a web service). When an event of interest to the client occurs, the first server sends an HTTP message to the specified URL. This message typically includes relevant data about the event. The second server then uses this data to trigger appropriate actions or update itself in response to the event.

Webhooks are often used to integrate different web services and automate processes, such as sending notifications from one app to another, updating databases when new data is available, or coordinating various parts of a larger system architecture.

Setting up a webhook connection in Geometra

<div class="version-tag">v5.0</div>

To connect a project to send its data via a webhook to your receiving service or application, you need an endpoint URL. This is the address where you want Geometra to send data from the project continuously. The data is sent in real-time and needs to be handled by you on the receiving side.

In the project view, you can paste the address of an endpoint where you want to send the data. Every time you open the project, the data flow will initiate a 'project_sync' to ensure you always receive an updated copy before you need to work.

The message 'project_sync' contains all the information available in the project.

Creating, Modifying, and Deleting Estimates

<div class="version-tag">v5.0</div>

There are three estimates-related messages: 'create_estimate,' 'update_estimate,' and 'delete_estimate.'

These messages contain all the information about the estimate itself, for example, the Bid Estimate that is automatically created in each project.

Creating, Modifying, and Deleting Objects

<div class="version-tag">v5.0</div>

There are three messages related to objects: 'create_object,' 'update_object,' and 'delete_object.'

These messages contain all the information about individual objects. When you create an object, the message is sent with all calculated values and appearance parameters. However, no rows for the object are sent; they are sent in separate messages.

Creating, Modifying, and Deleting Rows

<div class="version-tag">v5.0</div>

There are three messages related to row data in Geometra: 'create_row,' 'update_row,' and 'delete_row.'

These messages contain all the information from individual rows. When you add a row, the message is sent with all the information required to create that row. Updates to the row only send a reference to which row (ID) and which value has changed, for example, material.


<div class="version-tag">v5.0</div>

The purpose of setting up a webhook connection for your project in Geometra is to eliminate the need to manually export your data to Excel, Sheets, or other spreadsheet tools. You specify what you always want to be updated with information from Geometra.

If your spreadsheet program cannot receive data via Webhook, we recommend contacting your provider to explore possible solutions. Connecting to Geometra's webhook is free and not something your provider needs to pay for to access. We're happy to assist, so feel free to reach out!

Different Connection Points

<div class="version-tag">v5.0</div>

Several different tools are available today for creating connections that work with webhooks. Some of the largest ones include Zapier, Make, N8N, and PowerAutomate.

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